- Bank of America (New York, NY)
- … portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio + Maintain a strong client focus, industry ... + Client Solutions Advisory + Customer and Client Focus + Critical Thinking + Portfolio Analysis + Presentation Skills + Relationship Building + Sales… more
- Citigroup (New York, NY)
- …pursue cross-selling opportunities for other bank products and services within the assigned client portfolio . + Collaborate with the sales team on new business ... for Depositary Receipt Services is responsible for managing a portfolio of existing Depositary Receipt (DR) client ...a portfolio of existing Depositary Receipt (DR) client relationships. This role demands a profound understanding of… more
- City National Bank (New York, NY)
- …to client regarding adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client ... * Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current… more
- BrightView (Oceanside, NY)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price… more
- SMBC (New York, NY)
- …to execution, including building and maintaining financial models and actively monitoring client portfolio on an ongoing basis + Prepare credit applications, ... , providing research and analytics, and assisting marketing staff in preparing client materials and other portfolio administrative tasks, as required. Reporting… more
- BMO Financial Group (New York, NY)
- … client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new ... client sales. + Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. +… more
- Sodexo (New York, NY)
- …take place and that necessary resources are assigned to retain and grow the client portfolio . + Facilitates effective ongoing communication with our Sodexo Live ... The Vice President of Operations will lead a $160M portfolio that will manage approx. 26-30 Club - Lounges...portfolio , as well as direction and strategy for client communication. + Works with local service leadership to… more
- Bank of America (New York, NY)
- …treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client -facing teammates to consult on ... + Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal… more
- Santander US (Brooklyn, NY)
- …retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This ... needs are met and issues are resolved efficiently. + Independently manage a portfolio comprised of both high value consumer clients and small business customers. +… more
- HSBC (New York, NY)
- …track record of dealing with complex global corporates + Experience of managing a client portfolio and/or responsibility for a driving a Profit & Loss (P&L) ... team. This role can be based in New York or Houston USA. The portfolio consists of multinational clients headquartered in and operating subsidiary businesses in the… more
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